The Right Plan for You

Our Philosophy

Talon Wealth Management’s wealth advisory approach is a combination of personal financial planning and investment advisory. We believe that when it comes to planning your financial future, understanding your goals in life is fundamental to determining how we will get there.

Whether you’re planning on growing your retirement assets or protecting them for your family, our team of professional financial planners will get to know you, your family, and your priorities so that together we can determine which wealth planning strategies are right for you.

Your wealth plan will cover a wide range of topics concerning the management of your wealth including cash flow analysis, credit management, tax planning*, asset allocation and diversification, management of financial and non-financial assets, personal needs, retirement resources, and estate planning.

The Talon Wealth Management Team

Meet The Team

Our Commitment

At Talon Wealth Management, nothing is more important than trust, especially now. Due to recent events in the financial markets, people’s trust has been shaken, and it’s up to us to make it right. We care about our clients and their families and take responsibility that they have entrusted upon us. Each of us at Talon Wealth Management puts the highest priority on client stewardship, ethics, and the building of trust. We are committed to remaining objective to provide our clients the best advice possible.

We act in your interests first by making recommendations for investments and other financial products and services based on your financial well-being. As an independent wealth management firm, a great portion of what we do for clients is above and beyond the work we get paid for. We want to you to know that we are always available to you when you need advice.

We believe in communicating with you frequently and actively monitor your accounts on a set schedule and when the market changes.

We are always looking for new and better ways to add value for our clients by staying educated and informed. Our priorities are our client’s priories, and we respect them greatly.


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